Filed June 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,814 | $73,004+124.4% | $90,749+80.5% | $68,494+139.2% |
| Participation rate | 92.0% | 70.8%+21.2pp | 75.7%+16.3pp | 67.9%+24.1pp |
| Annual return | -22.88% | -13.81%-9.1pp | -12.16%-10.7pp | -7.84%-15.0pp |
| Employer contribution / active EE | $4,983 | $2,193+127.2% | $2,921+70.6% | $2,596+91.9% |
| Participant deferral / active EE | $12,081 | $3,627+233.1% | $4,564+164.7% | $4,027+200.0% |
| Admin fee / account holder | $3,368 | $5,896-42.9% | $8,445-60.1% | $5,403-37.7% |